Marks Group Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Marks Group Wealth Management’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-3,322	Closed	-$787K	–	305
2025 Q2	$787K	Sell	3,322 -82	-2%	-$18.3K	0.07%	196
2025 Q1	$755K	Hold	3,404	–	–	0.07%	202
2024 Q4	$818K	Buy	3,404 +8	+0.2%	+$1.97K	0.08%	183
2024 Q3	$806K	Hold	3,396	–	–	0.08%	185
2024 Q2	$740K	Hold	3,396	–	–	0.08%	190
2024 Q1	$776K	Hold	3,396	–	–	0.08%	186
2023 Q4	$724K	Buy	3,396 +356	+12%	+$68.6K	0.08%	187
2023 Q3	$575K	Hold	3,040	–	–	0.07%	198
2023 Q2	$605K	Buy	3,040 +94	+3%	+$17.8K	0.07%	197
2023 Q1	$558K	Buy	2,946 +6	+0.2%	+$1.16K	0.07%	202
2022 Q4	$540K	Buy	2,940 +5	+0.2%	+$927	0.07%	203
2022 Q3	$502K	Buy	2,935 +26	+0.9%	+$4.91K	0.08%	200
2022 Q2	$512K	Buy	2,909 +332	+13%	+$64.1K	0.07%	209
2022 Q1	$548K	Buy	+2,577	New	+$542K	0.07%	223

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Marks Group Wealth Management's VB Position: Q3 2025 in Review

Marks Group Wealth Management sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q3 2025, closing a stake of 3,322 shares — an estimated $787K sold.

Marks Group Wealth Management first reported a position in VB in Q1 2022 and held it in 14 quarters. The position peaked at $818K in Q4 2024. 2,200 funds tracked by Wall St. Rank hold VB as of Q3 2025.

Marks Group Wealth Management reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
Marks Group Wealth Management sold 3,322 Vanguard Morningstar Small-Cap ETF shares in Q3 2025, an estimated $787K.
Marks Group Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2022 and held it in 14 quarters.
Marks Group Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $818K in Q4 2024.
2,200 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2025.

Based on Marks Group Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.